Roberts Wealth Advisors
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Roberts Wealth Advisors’s GSK GSK Stock Holding History

Roberts Wealth Advisors’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.23M Buy
87,733
+2,014
+2% +$103K 0.95% 35
2026
Q2 		$4.49M Buy
85,719
+243
+0.3% +$12.9K 1.02% 29
2026
Q1 		$4.72M Sell
85,476
-295
-0.3% -$16K 1.2% 24
2025
Q4 		$4.21M Buy
85,771
+644
+0.8% +$30K 1.1% 28
2025
Q3 		$3.67M Buy
85,127
+933
+1% +$36.4K 0.98% 36
2025
Q2 		$3.23M Buy
84,194
+3,847
+5% +$147K 0.93% 39
2025
Q1 		$3.11M Sell
80,347
-40
-0% -$1.46K 0.96% 33
2024
Q4 		$2.64M Sell
80,387
-4,989
-6% -$180K 0.8% 41
2024
Q3 		$3.25M Buy
85,376
+1,760
+2% +$72K 1.05% 35
2024
Q2 		$3.23M Buy
83,616
+1,263
+2% +$53.1K 1.1% 33
2024
Q1 		$3.34M Buy
82,353
+1,916
+2% +$79K 1.25% 30
2023
Q4 		$9.6M Buy
80,437
+9,320
+13% +$335K 1.49% 26
2023
Q3 		$2.6M Buy
71,117
+3,125
+5% +$111K 1.14% 32
2023
Q2 		$2.42M Buy
67,992
+5,699
+9% +$204K 1.07% 34
2023
Q1 		$2.28M Buy
62,293
+6,690
+12% +$234K 1.04% 35
2022
Q4 		$1.96M Sell
55,603
-11,440
-17% -$381K 0.95% 43
2022
Q3 		$2.01M Buy
67,043
+1,517
+2% +$57.5K 0.99% 35
2022
Q2 		$3.47M Buy
65,526
+9,065
+16% +$500K 1.51% 18
2022
Q1 		$3.1M Buy
56,461
+3,326
+6% +$181K 1.21% 31
2021
Q4 		$2.9M Buy
53,135
+1,673
+3% +$87K 1.05% 33
2021
Q3 		$2.46M Buy
+51,462
New +$2.58M 0.97% 35

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Roberts Wealth Advisors's GSK Position: Q3 2026 in Review

Roberts Wealth Advisors increased its GSK (GSK) stake by 2.3% in Q3 2026, buying an estimated $103K and bringing the position to 87,733 shares worth $4.23M. The position accounts for 0.95% of the portfolio, ranked #35.

Roberts Wealth Advisors first reported a position in GSK in Q3 2021 and has held it in 21 quarters since. The position peaked at $9.6M in Q4 2023. 748 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

  • Roberts Wealth Advisors held 87,733 shares of GSK worth $4.23M as of Q3 2026.
  • Roberts Wealth Advisors bought 2,014 GSK shares in Q3 2026, an estimated $103K.
  • GSK made up 0.95% of Roberts Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Roberts Wealth Advisors first reported a position in GSK in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's GSK position peaked at $9.6M in Q4 2023.
  • 748 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.